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5193 Articles

Marc Guberti | Jun 13, 2026 at 3:24 PM EDT

Retirees With $1.2 Million in a 401(k) Face a Hidden Tax Bomb at 73: Here’s How to Avoid It

A married couple turning 73 this year with $1.2 million in a traditional 401(k) faces a first required minimum distribution…

Carl Sullivan | Jun 13, 2026 at 2:43 PM EDT

66-Year-Old Couple With $2.2M Thought They Were Frugal — Until They Audited Their Spending

In a world of ever-rising inflation, it’s easy for even frugal retirees to find they’re overspending. Imagine a retired couple…

Gerelyn Terzo | Jun 13, 2026 at 1:54 PM EDT

A 61-Year-Old Widow Claimed Survivor Benefits While Still Working, Then the Earnings Test Triggered a $1-for-$2 Clawback

A widow turns 61 this year, still works a regular job, and filed for survivor benefits on her late husband’s…

Michael Williams | Jun 13, 2026 at 12:02 PM EDT

Suze Orman to 54-Year-Old With $600,000: Skip the 1.5% Fee and Manage It Yourself

On the June 11, 2026 episode of Suze Orman’s Women & Money, titled “Caution, Caution, Caution!”, a 54-year-old caller laid…

Marc Guberti | Jun 13, 2026 at 11:24 AM EDT

A $2.5 Million 401(k) at 73 Can Still Cost You Six Figures Without These 3 Moves

A 73-year-old retiree sitting on a $2.5 million traditional 401(k) just hit the year required minimum distributions start. The first…

Drew Wood | Jun 13, 2026 at 11:09 AM EDT

Retiring on a Private Island in the Bahamas is the Dream. Can a $2 Million Nest Egg Make It Happen?

A private island retirement sounds like a fantasy, but some islands in the Bahamas now sell for less than luxury…

Maurie Backman | Jun 13, 2026 at 10:57 AM EDT

The Lesser-Known Trick That Can Help You Undo a Bad Social Security Filing Decision

It’s a scenario many seniors have faced before. You claimed Social Security at 62 because you liked the idea of…

Maurie Backman | Jun 13, 2026 at 10:28 AM EDT

Claiming Social Security in 2027? One Key Move Could Boost Your Benefits Before You File

In 2022, the last year there’s data available, the Federal Reserve reported that the median retirement savings balance among seniors…

Drew Wood | Jun 13, 2026 at 10:22 AM EDT

A $650,000 Portfolio That Could Send You to the Super Bowl Every Year

A Super Bowl weekend is one of the most in-demand and expensive recurring trips in American life. Tickets, airfare, hotels,…

Gerelyn Terzo | Jun 13, 2026 at 10:12 AM EDT

He Claimed Social Security at 62 to Get Paid Sooner. It Capped His Widow’s Benefit at $1,950 a Month for Life.

The decision seemed intuitive at the time. He turned 62, the Social Security checks could start, and waiting felt unnecessary…

Marc Guberti | Jun 13, 2026 at 8:24 AM EDT

Before You Take Your 401(k) RMD This Year, Make Sure You Know This Medicare Cost

A married couple, ages 73 and 71, sitting on $1.8 million in a traditional 401(k). Social Security and a modest…

Drew Wood | Jun 13, 2026 at 8:02 AM EDT

Why a Dividend Portfolio That Pays Your Rent May Beat Homeownership by $500,000 Over 20 Years

Paying $2,000 a month in rent is often described as throwing money away. Homeownership, by contrast, is treated as the…

Drew Wood | Jun 13, 2026 at 7:48 AM EDT

Would You Retire in a Kingdom? Why More Americans Are Considering Morocco

Years ago, Marcie spent a semester in Morocco as a college student. It made a lifelong impression, not just on…

Michael Williams | Jun 13, 2026 at 7:15 AM EDT

The After-Tax 401(k) Move That Lets High Earners Shelter $36,250 More in a Roth Every Year in 2026

A 45-year-old software engineer earning $250,000 walks into open enrollment having already done the obvious things. The full $24,500 pre-tax…

Michael Williams | Jun 13, 2026 at 6:57 AM EDT

‘Chances Are He Will’: Suze Orman Warns a Worried Mom That Her Will Won’t Protect Her Daughters

On the June 11 episode of her Women & Money podcast, Suze Orman heard from a listener named Katie who…

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Personal Finance Articles

All Personal Finance Articles

Retirees With $1.2 Million in a 401(k) Face a Hidden Tax Bomb at 73: Here’s How to Avoid It

66-Year-Old Couple With $2.2M Thought They Were Frugal — Until They Audited Their Spending

A 61-Year-Old Widow Claimed Survivor Benefits While Still Working, Then the Earnings Test Triggered a $1-for-$2 Clawback

Suze Orman to 54-Year-Old With $600,000: Skip the 1.5% Fee and Manage It Yourself

A $2.5 Million 401(k) at 73 Can Still Cost You Six Figures Without These 3 Moves

Retiring on a Private Island in the Bahamas is the Dream. Can a $2 Million Nest Egg Make It Happen?

The Lesser-Known Trick That Can Help You Undo a Bad Social Security Filing Decision

Claiming Social Security in 2027? One Key Move Could Boost Your Benefits Before You File

A $650,000 Portfolio That Could Send You to the Super Bowl Every Year

He Claimed Social Security at 62 to Get Paid Sooner. It Capped His Widow’s Benefit at $1,950 a Month for Life.

Before You Take Your 401(k) RMD This Year, Make Sure You Know This Medicare Cost

Why a Dividend Portfolio That Pays Your Rent May Beat Homeownership by $500,000 Over 20 Years

Would You Retire in a Kingdom? Why More Americans Are Considering Morocco

The After-Tax 401(k) Move That Lets High Earners Shelter $36,250 More in a Roth Every Year in 2026

‘Chances Are He Will’: Suze Orman Warns a Worried Mom That Her Will Won’t Protect Her Daughters

Wall Street Has Entirely Abandoned This Absolute $11 Billion Dividend King—Here Is the 1 Aggressive Bargain I Am Accumulating on Repeat

A 25-Year-Old Built $500K in Stocks, 13 Rentals, and $10K a Month, While Spending Just $24K a Year

Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe

A 25-Year-Old Built $500K in Stocks, 13 Rentals, and $10K a Month, While Spending Just $24K a Year

How Do High-Yield Savings Account Sign-Up Bonuses Work, and Are They Worth It?

Wall Street Has Entirely Abandoned This Absolute $11 Billion Dividend King—Here Is the 1 Aggressive Bargain I Am Accumulating on Repeat

A 25-Year-Old Built $500K in Stocks, 13 Rentals, and $10K a Month, While Spending Just $24K a Year

Personal Finance Articles

All Personal Finance Articles

Retirees With $1.2 Million in a 401(k) Face a Hidden Tax Bomb at 73: Here’s How to Avoid It

66-Year-Old Couple With $2.2M Thought They Were Frugal — Until They Audited Their Spending

A 61-Year-Old Widow Claimed Survivor Benefits While Still Working, Then the Earnings Test Triggered a $1-for-$2 Clawback

Suze Orman to 54-Year-Old With $600,000: Skip the 1.5% Fee and Manage It Yourself

A $2.5 Million 401(k) at 73 Can Still Cost You Six Figures Without These 3 Moves

Retiring on a Private Island in the Bahamas is the Dream. Can a $2 Million Nest Egg Make It Happen?

The Lesser-Known Trick That Can Help You Undo a Bad Social Security Filing Decision

Claiming Social Security in 2027? One Key Move Could Boost Your Benefits Before You File

A $650,000 Portfolio That Could Send You to the Super Bowl Every Year

He Claimed Social Security at 62 to Get Paid Sooner. It Capped His Widow’s Benefit at $1,950 a Month for Life.

Before You Take Your 401(k) RMD This Year, Make Sure You Know This Medicare Cost

Why a Dividend Portfolio That Pays Your Rent May Beat Homeownership by $500,000 Over 20 Years

Would You Retire in a Kingdom? Why More Americans Are Considering Morocco

The After-Tax 401(k) Move That Lets High Earners Shelter $36,250 More in a Roth Every Year in 2026

‘Chances Are He Will’: Suze Orman Warns a Worried Mom That Her Will Won’t Protect Her Daughters

Wall Street Has Entirely Abandoned This Absolute $11 Billion Dividend King—Here Is the 1 Aggressive Bargain I Am Accumulating on Repeat

A 25-Year-Old Built $500K in Stocks, 13 Rentals, and $10K a Month, While Spending Just $24K a Year

Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe

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A 25-Year-Old Built $500K in Stocks, 13 Rentals, and $10K a Month, While Spending Just $24K a Year

How Do High-Yield Savings Account Sign-Up Bonuses Work, and Are They Worth It?